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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Johnson is an investment advisor representative associated with LPL Financial LLC. Paul has been working in the financial services industry since 1994 and has been registered with the state of Washington since 2019. Paul has passed Series 6, 7, 63, 65 and SIE exams. Paul has previously worked with UBS Financial Services, Inc, Edward Jones, Nelson Securities, Inc, BA Investment Services, Inc, Seafirst Investment Services, Inc, and Financial Advocates Investment Management. Paul specializes in the financial planning, portfolio management for businesses and individuals, pension consulting, and other non-discretionary advisory services. Paul has offices in Shoreline and Spokane, Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
01/22/2024 - Present
LPL Financial LLC (SHORELINE WA)
WA
07/11/2014 - 06/19/2019
UBS FINANCIAL SERVICES INC. (SPOKANE WA)
WA
01/05/2009 - 02/14/2014
LPL FINANCIAL LLC (SPOKANE VALLEY WA)
WA
12/13/2006 - 08/09/2007
EDWARD JONES (SPOKANE VALLEY WA)
WA
02/22/1999 - 10/01/2001
NELSON SECURITIES,INC. (SPOKANE WA)
CA
07/01/1998 - 01/11/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
01/28/1994 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 02/03/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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